Shelton Capital Management’s Paychex PAYX Stock Holding History

Shelton Capital Management’s Portfolio PAYX Stock Details PAYX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.81M	Sell	41,331 -1,480	-3%	-$146K	0.08%	172
2025 Q4	$4.8M	Buy	42,811 +1,247	+3%	+$146K	0.09%	165
2025 Q3	$5.27M	Sell	41,564 -929	-2%	-$129K	0.11%	154
2025 Q2	$6.18M	Sell	42,493 -1,081	-2%	-$163K	0.14%	139
2025 Q1	$6.72M	Sell	43,574 -1,337	-3%	-$197K	0.16%	132
2024 Q4	$6.3M	Hold	44,911	–	–	0.16%	139
2024 Q3	$6.03M	Hold	44,911	–	–	0.15%	133
2024 Q2	$5.32M	Sell	44,911 -4	-0%	-$489	0.14%	142
2024 Q1	$5.52M	Buy	44,915 +673	+2%	+$81.7K	0.16%	146
2023 Q4	$5.27M	Buy	44,242 +3,800	+9%	+$450K	0.17%	150
2023 Q3	$4.66M	Buy	40,442 +8,688	+27%	+$1.05M	0.17%	147
2023 Q2	$3.55M	Buy	31,754 +847	+3%	+$92.6K	0.13%	169
2023 Q1	$3.54M	Buy	30,907 +2,479	+9%	+$282K	0.15%	154
2022 Q4	$3.29M	Sell	28,428 -5,376	-16%	-$629K	0.34%	93
2022 Q3	$3.79M	Hold	33,804	–	–	0.18%	131
2022 Q2	$3.85M	Sell	33,804 -6	-0%	-$754	0.17%	134
2022 Q1	$4.61M	Buy	33,810 +1,472	+5%	+$181K	0.17%	133
2021 Q4	$4.41M	Hold	32,338	–	–	0.16%	149
2021 Q3	$3.64M	Buy	32,338 +515	+2%	+$57.9K	0.14%	162
2021 Q2	$3.42M	Sell	31,823 -31,123	-49%	-$3.13M	0.13%	177
2021 Q1	$6.17M	Buy	62,946 +34,243	+119%	+$3.15M	0.21%	102
2020 Q4	$2.67M	Sell	28,703 -90,993	-76%	-$8.08M	0.12%	171
2020 Q3	$9.55M	Sell	119,696 -9,099	-7%	-$683K	0.4%	50
2020 Q2	$9.76M	Sell	128,795 -6,762	-5%	-$469K	0.54%	35
2020 Q1	$8.53M	Sell	135,557 -12,729	-9%	-$1.02M	0.62%	30
2019 Q4	$12.6M	Buy	148,286 +20,601	+16%	+$1.74M	0.7%	28
2019 Q3	$10.6M	Buy	127,685 +33,800	+36%	+$2.81M	0.62%	29
2019 Q2	$7.73M	Buy	93,885 +89,347	+1,969%	+$7.53M	0.45%	50
2019 Q1	$56.6K	Sell	4,538 -46,147	-91%	-$3.4M	0.22%	96
2018 Q4	$3.3M	Hold	50,685	–	–	0.22%	97
2018 Q3	$3.73M	Sell	50,685 -17,000	-25%	-$1.22M	0.21%	101
2018 Q2	$4.63M	Buy	67,685 +3,624	+6%	+$234K	0.29%	78
2018 Q1	$3.95M	Hold	64,061	–	–	0.26%	90
2017 Q4	$4.36M	Sell	64,061 -291	-0.5%	-$19.1K	0.28%	85
2017 Q3	$3.86M	Hold	64,352	–	–	0.26%	92
2017 Q2	$3.66M	Buy	64,352 +5,309	+9%	+$312K	0.26%	85
2017 Q1	$3.48M	Sell	59,043 -200	-0.3%	-$12.2K	0.24%	83
2016 Q4	$3.61M	Sell	59,243 -500	-0.8%	-$28.8K	0.27%	70
2016 Q3	$3.46M	Sell	59,743 -5,724	-9%	-$343K	0.29%	69
2016 Q2	$3.9M	Sell	65,467 -1,846	-3%	-$98.9K	0.34%	58
2016 Q1	$3.64M	Sell	67,313 -1,441	-2%	-$72.6K	0.33%	60
2015 Q4	$3.64M	Buy	68,754 +12,469	+22%	+$652K	0.35%	56
2015 Q3	$2.68M	Buy	56,285 +2,585	+5%	+$121K	0.3%	70
2015 Q2	$2.52M	Buy	53,700 +577	+1%	+$28.2K	0.26%	78
2015 Q1	$2.64M	Buy	53,123 +300	+0.6%	+$14.6K	0.28%	72
2014 Q4	$2.44M	Buy	52,823 +6,295	+14%	+$291K	0.28%	77
2014 Q3	$2.06M	Buy	46,528 +1,685	+4%	+$70.8K	0.28%	77
2014 Q2	$1.86M	Buy	44,843 +406	+0.9%	+$16.7K	0.26%	82
2014 Q1	$1.89M	Buy	44,437 +1,155	+3%	+$49K	0.28%	76
2013 Q4	$1.97M	Buy	43,282 +333	+0.8%	+$14.2K	0.3%	70
2013 Q3	$1.75M	Buy	42,949 +295	+0.7%	+$11.7K	0.29%	73
2013 Q2	$1.56M	Buy	+42,654	New	+$1.57M	0.28%	78

Other funds holding PAYX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shelton Capital Management's PAYX Position: Q1 2026 in Review

Shelton Capital Management reduced its Paychex (PAYX) stake by 3.5% in Q1 2026, selling an estimated $146K and leaving 41,331 shares worth $3.81M. The position accounts for 0.08% of the portfolio, ranked #172.

Shelton Capital Management first reported a position in PAYX in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.6M in Q4 2019. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Shelton Capital Management held 41,331 shares of Paychex worth $3.81M as of Q1 2026.
Shelton Capital Management sold 1,480 Paychex shares in Q1 2026, an estimated $146K.
Paychex made up 0.08% of Shelton Capital Management's portfolio in Q1 2026, its #172 holding.
Shelton Capital Management first reported a position in Paychex in Q2 2013 and has held it in 52 quarters since.
Shelton Capital Management's Paychex position peaked at $12.6M in Q4 2019.
1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.